Purchases and Sales Made in Q2 2025 in Schwab Strategic Tr 5 10 Yr C (SCHI)
This table provides information about the institutional ownership of Schwab Strategic Tr 5 10 Yr C (SCHI) during Q2 2025. The information is specifically focused on institutions that hold shares of SCHWAB STRATEGIC TR 5 -10 YR C.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
8.93K+ 2.93% |
$195K - $203K
|
313K
$7.27M
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
8.85KNew |
$193K - $201K
|
8.85K
$205K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
8.83KNew |
$193K - $201K
|
8.83K
$205K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.17K+ 15.81% |
$179K - $186K
|
59.9K
$1.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7.25K+ 8.74% |
$158K - $165K
|
90.2K
$2.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
6.87K+ 54.1% |
$150K - $156K
|
19.6K
$454K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
6.52K+ 258.16% |
$142K - $148K
|
9.05K
$210K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.15K+ 8.61% |
$134K - $140K
|
77.7K
$1.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.48KNew |
$120K - $125K
|
5.48K
$127K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
5.34K+ 27.61% |
$117K - $121K
|
24.7K
$572K
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
4.49K+ 2.54% |
$98.2K - $102K
|
182K
$4.21M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.28KNew |
$93.4K - $97.3K
|
4.28K
$99.2K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.1K+ 69.14% |
$89.7K - $93.4K
|
10K
$233K
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
3.96KNew |
$86.5K - $90.1K
|
3.96K
$91.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.78K+ 53.09% |
$82.7K - $86.1K
|
10.9K
$253K
|
|
|
Aug 05, 2025
Q2 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
3.61K+ 15.01% |
$78.8K - $82.1K
|
27.6K
$641K
|
|
|
Jul 24, 2025
Q2 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
3.28K+ 2.29% |
$71.6K - $74.6K
|
146K
$3.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.91K+ 4.55% |
$63.6K - $66.2K
|
66.8K
$1.55M
|
|
|
Jul 25, 2025
Q2 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
2.48K+ 26.64% |
$54.1K - $56.3K
|
11.8K
$273K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.32K+ 21.42% |
$50.6K - $52.7K
|
13.1K
$305K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.14K+ 19.5% |
$46.6K - $48.6K
|
13.1K
$304K
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
2.04KNew |
$44.6K - $46.4K
|
2.04K
$47.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.97K+ 8.41% |
$43.1K - $44.9K
|
25.4K
$590K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
1.86KNew |
$40.7K - $42.4K
|
1.86K
$43.2K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.79K+ 1.5% |
$39.2K - $40.8K
|
121K
$2.81M
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
1.7KNew |
$37.1K - $38.7K
|
1.7K
$39.4K
|
|
|
Jul 21, 2025
Q2 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
BUY
|
- |
1.68K+ 0.51% |
$36.7K - $38.2K
|
328K
$7.61M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.57KNew |
$34.3K - $35.7K
|
1.57K
$36.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
1.43KNew |
$31.3K - $32.6K
|
1.43K
$33.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.36K+ 11.9% |
$29.7K - $31K
|
12.8K
$297K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
1.24K+ 9.68% |
$27.1K - $28.2K
|
14K
$326K
|
|
|
Jul 09, 2025
Q2 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
1.16K+ 0.21% |
$25.4K - $26.5K
|
556K
$12.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.07KNew |
$23.5K - $24.4K
|
1.07K
$24.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
989+ 27.25% |
$21.6K - $22.5K
|
4.62K
$107K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
803New |
$17.5K - $18.3K
|
803
$18.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
803+ 1.67% |
$17.5K - $18.3K
|
48.9K
$1.14M
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
746New |
$16.3K - $17K
|
746
$17.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
690+ 78.41% |
$15.1K - $15.7K
|
1.57K
$36.4K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
667+ 5.2% |
$14.6K - $15.2K
|
13.5K
$313K
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
667+ 2.83% |
$14.6K - $15.2K
|
24.2K
$563K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
619+ 2.88% |
$13.5K - $14.1K
|
22.1K
$513K
|
|
|
Jul 31, 2025
Q2 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
507+ 5.06% |
$11.1K - $11.5K
|
10.5K
$245K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
466+ 0.22% |
$10.2K - $10.6K
|
209K
$4.85M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
398+ 0.54% |
$8.7K - $9.06K
|
73.6K
$1.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
324+ 1.45% |
$7.08K - $7.37K
|
22.7K
$527K
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
250+ 211.86% |
$5.46K - $5.69K
|
368
$8.54K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
216New |
$4.72K - $4.92K
|
216
$5.01K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
192New |
$4.2K - $4.37K
|
192
$4.46K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
179New |
$3.91K - $4.07K
|
179
$4.15K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
176New |
$3.85K - $4.01K
|
176
$4.08K
|